Category: Financial Planning

Leading from the Heart

| Financial Planning

Tracy is excited to be back teaching, especially as she knows that it is now more important than ever, to lead from the heart. This is her “ikigai“. Being able to teach and connect with people, while helping them to increase their flow of energy and money, is her strongest passion. She knows all too ...

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Achieving an Empowered Retirement

| Financial Planning

When and how we retire has changed substantially over the years, currently, the goal is all about achieving an empowered retirement. But what does that mean exactly? According to Kamal Basra, co-founder of Sophia Financial Group, it is about having freedom, choices, independence, and more importantly enough income to feel financially secure in your retirement ...

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Financial Basics for Youth

| Financial Planning

Becoming financially literate is a big step for most individuals but learning financial basics for youth, might at times seem like learning a foreign language. However, with the right information, tools, and resources, Philip Wong believes that young people have the power to take control of their own financial future. Philip, who is a Portfolio ...

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